Financial Planning Specialists

What we do

Whether you are planning for the short term, the long term or somewhere in between, if you want to be able to manage your money better B & W Additions can help you.

 

At B & W Additions, our aim is to provide expert professional advice and excellent service to all our clients.

Who We Help

Anyone who is concerned about their financial future and wants to make good decisions with money should have a financial plan. 

Broadly we divide these into three main groups mainly because of the ability to leverage different tax savings at different times of our lives.

Individuals, Couples and Families

These are usually people who are at the stage in their lives when they are receiving income and looking to invest for the future.

PRE-RETIREES

These are people who are coming towards the end of their working career and want to structure their affairs so that their transition to retirement is financially beneficial.

RETIREES

Once retired it is important that affairs are structured so that retirees can afford to enjoy the benefits of their earlier planning. 

One Step Ahead

Why You need us

STRUCTURING OF TAX EFFECTIVE INVESTMENTS

INVESTING PROCEEDS FROM ASSET SALES

LOOKING TO OPTIMISE SUPER

LOOKING FOR RETIREMENT STRATEGIES

SEEKING INSURANCE

LOOKING TO MANAGE A SELF-MANAGED SUPERANNUATION FUND (SMSF)

CREATION OF A REGULAR SAVINGS PLAN

NEEDING ADVICE ON PENSION ELIGIBILITY AND ENTITLEMENTS

ESTATE PLANNING

REDUCING DEBT

Our Services

CONTACT US ON 03 9629 1433 TO FIND OUT HOW WE CAN HELP YOU

Meet The Directors

Tom Weir

Director

Rodney Johnstone

Director

We Will Help You Every Step Of The Way

We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.

 

01

Tailored Solutions

We understand that each of our clients is different and approach each clients needs individually. No one size fits all approach.

02

We listen

We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions.

03

Experience

Our Financial Planners Tom Weir and Rodney Johnstone are Authorised Representatives of Count Financial. Both are very well respected in the industry.

Latest news

While the Government has invested a significant amount of money through JobKeeper to encourage and assist businesses to maintain its workforce and keep people employed,…

SIGN UP FOR OUR NEWSLETTER